Jeppe Zink, General Partner at Northzone, analyzes late-stage VC valuation bubbles and the participation of non-traditional tech investors like hedge funds in late 2015.
0:00 / 0:25exact quote · 25.3s
720p mp4 · rendered on demand · StarZero watermark
“I see a lot of valuation bubbles in certain subsectors or in late stage VC investments, and that's really because you have a lot of tourists coming in, like hedge funds and other, other non-consistent players putting money into the VC game, and I think as you see the down cycle, they will step out again. So, so we certainly in a frothy time, but it's not across everywhere.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Jeppe Zink
Insight
Zink: Venture capital should be impatient, not patient capital
“I often hear about the notion that venture capital is supposed to be patient capital, and I always smile, because I think the opposite is all about being impatient. If something is not working, change it. Don't wait and see if it improves.”
Jeppe ZinkNov 11, 2015▶ 14:5220 VC 087: From The Investors Of Spotify, TrustPilot and Klarna with Jeppe Zink, General Partner @ Northzone
Insight
Zink: 1990s European VCs failed because partners had buyout mindsets
“And obviously that's possibly a reason why so many failed, because if you look at the VC strategies, there were simply two transaction focus, given that the talent came from the buyout side. And that was too far removed from entrepreneurial realities.”
Jeppe ZinkNov 11, 2015▶ 4:1420 VC 087: From The Investors Of Spotify, TrustPilot and Klarna with Jeppe Zink, General Partner @ Northzone
AssertionNot publicly verifiable
Zink: Over 90% of European VCs active in 2000 have died
“So, so I think if you go back 1015 years ago, I think literally I saw a study that said that over 90% of the VC firms, ah, that were in existence in Europe in 2000 have died or cannot raise new funds today.”
Jeppe ZinkNov 11, 2015▶ 4:5120 VC 087: From The Investors Of Spotify, TrustPilot and Klarna with Jeppe Zink, General Partner @ Northzone
Opinion
Zink: High demand is driving bubble-like valuations in fintech startups
“Yes. I, in many ways, I find it scary, but that's supply and demand speaking. I think we spoke about the cycle. I think we will see that changing as the cycle changes.”
Jeppe ZinkNov 11, 2015▶ 10:3820 VC 087: From The Investors Of Spotify, TrustPilot and Klarna with Jeppe Zink, General Partner @ Northzone
Opinion
Zink: Stockholm and the Nordics produce more tech winners than London
“We see very few of the current crop of great winners coming from here, whereas clearly Stockholm, the Nordics are punching way above their weight.”
Jeppe ZinkNov 11, 2015▶ 11:3620 VC 087: From The Investors Of Spotify, TrustPilot and Klarna with Jeppe Zink, General Partner @ Northzone
Disclosure
Zink: Northzone intentionally turns over staff continuously to emulate startups
“Inside Northstone, we try to emulate the startup. So we make sure we never static. We always have people arriving and leaving. We make sure hunger is always present and getting new input.”
Jeppe ZinkNov 11, 2015▶ 14:2720 VC 087: From The Investors Of Spotify, TrustPilot and Klarna with Jeppe Zink, General Partner @ Northzone
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 1,200 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.
